Three Cetera-affiliated program managers were awarded a spot in Bank Investment Consultant (BIC) Top 30 Program Managers. Congratulations to:
- Alex Sarafianos, Regions Bank, Tampa, FL
- Rich Koll, Investors Financial, Plymoth, MN
- Phil Hurst, Cathay Bank, San Gabriel, CA
These top performing program managers are all part of Cetera Investment Services, financial institution’s channel.
“It is an incredible and well-deserved honor for Phil, Alex and Rich to receive this industry recognition. They are true leaders in helping and growing their programs. We are grateful to have them part of our Cetera family.” LeAnn Rummel, President and CEO
BIC’s Top 30 Program Manager is an annual recognition that highlights 30 Program Managers that are successfully managing their investment service program. Winners are chosen through a nominee process based on a number of metrics including number of advisors on their team, AUM and overall GDC production, and additional metrics including percentage changes in AUM and production-per-advisor.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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